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YNOT

GradeCNASDAQ Global Market

Horizon Digital Frontier ETF

Themes · Horizon Funds · Inception 2025-07-09

$33.86−0.45 (−1.32%)

As of Sep 23, 2026, 3:06 PM EDT

History starts Jul 10, 2025.
Intraday session: down, 42 prints from 34.31 to 33.86. Range 33.75 to 34.32. Use the arrow keys to read each point.$34.00$34.2010 AM12 PM2 PM4 PM
Expense ratio
0.75%
Fund size
$209M
1Y return
+19.6%
Yield · Last 12 months
Holdings
101
Volume · 30D
0M sh
NAV per share
$34.07
52W range
low $25.19high $35.02

The ETF.net YNOT Grade

C

43/ 100

Rank 20 of 31 in Disruptive Innovation

Confidence Medium

Six-pillar profile for YNOT. Scores out of 100: Cost 27, Risk 55, Mission not scored, Tradability 60, Holdings 53, Durability 39. Strongest: Tradability (60). Weakest: Cost (27). Based on 5 of 6 pillars.
F< 25
D≥ 25
C≥ 40
B≥ 55
A≥ 70

Score 43 of 100 sits in the C band. Bands: A ≥ 70, B ≥ 55, C ≥ 40, D ≥ 25, F < 25; the scale skips E.

  • Cost

    What you pay to own it — the expense ratio plus trading frictions, ranked within its category.
    DScore 27
    Category rank26/31 · bottom quartile
  • Mission

    How faithfully it does the job it claims — tracking its mandate or index with minimal slippage.
    Not scored
  • Risk

    How violently it can move — volatility, drawdown depth, and downside capture versus its category.
    BScore 55
    Category rank14/31 · top 45%
  • Tradability

    How cheaply and easily you can get in and out — liquidity, spread, and premium/discount stability.
    BScore 60
    Category rank12/31 · top 39%
  • Holdings

    What it actually owns — the quality, breadth, and concentration of the underlying portfolio.
    CScore 53
    Category rank16/31 · mid-pack
  • Durability

    Whether it will still be here — the fund’s assets, age, flows, and issuer staying power.
    DScore 39
    Category rank23/31 · mid-pack

Graded as of Sep 22, 2026 · Based on 5 of 6 pillars

Our read on YNOT

ETF.net Research

CMost innovation funds just buy the obvious winners. YNOT sorts emerging-tech companies into four phases, from the chipmakers enabling a technology to the businesses that eventually use it, and actively shifts money along that chain.

Stated mandate

The fund seeks long-term capital appreciation by investing primarily in equity securities of companies operating in digital and technology sectors, emphasizing firms involved in digital innovation and transformation.

Why people hold it

  1. 01The phase map is the whole idea: enablers, the infrastructure layer, the companies monetizing products, and the firms using the tech to cut costs. Managers decide where along that chain to lean.dividend.comhorizoninvestments.com
  2. 02Actively managed and global by design: US and non-US stocks, ADRs, even other ETFs are in bounds, so the portfolio isn't bolted to one index committee's definition of innovation.finance.yahoo.com
  3. 03Roughly 100 names, screened on growth, value, momentum, quality, size and volatility. A multi-factor filter sits on top of the theme rather than pure story-stock picking.dividend.com

Worth knowing

  1. 01The active framework carries an active price: 0.75% a year, above the middle of its thematic peer group, where several of the best-regarded options charge less (KOMP 0.20%, XT 0.46%).
  2. 02Non-diversified by charter, so a small group of holdings can steer results. It's also a small, thinly traded fund, which tends to mean wider spreads than the category's household names.finance.yahoo.com
  3. 03The record starts in July 2025, so there's little history to judge the phase model through a full cycle. The mandate is capital appreciation, not income.

YNOT Holdings

As of Sep 20, 2026, 8:30 AM
Asset class
Stocks
Holdings
101
Top-10 weight
39%
Largest holding
EWT8.7%

Sectors

  • Technology54.7%
  • Industrials15.6%
  • Consumer Discr.7.6%
  • Financials6.3%
  • Communication5.5%
  • Materials5.5%
  • Health Care1.5%
  • Cons. Staples1.4%
  • Energy1.1%
  • Utilities1.0%

Geography

  • United States86.23%
  • Netherlands3.94%
  • Japan2.43%
  • Germany1.37%
  • Ireland1.19%
  • United Kingdom0.99%
  • France0.88%
  • China0.72%
  • Other countries (4)2.26%
The fund’s holdings, weight-ordered — page 1 of 8.
#TickerCompanyWeight %SharesMarket valueIn ETFs
001EWTiShares MSCI Taiwan ETF8.66%157,562$18M5
002NVDANVIDIA Corp6.28%57,395$13M828
003Advanced Micro Devices Inc4.07%14,766$8M5
004TSLATesla Inc3.99%22,262$8M509
005GOOGAlphabet Inc3.65%21,543$7M471
006SNDKSandisk Corp3.03%3,439$6M450
007EWYiShares MSCI South Korea ETF2.98%33,355$6M9
008Amazon.com Inc2.64%21,113$5M6
009ASMLASML Holding NV2.18%2,638$4M199
010JJacobs Solutions Inc2.00%28,348$4M252
011GENGEN DIGITAL INC1.99%139,212$4M285
012AVGOBroadcom Inc1.72%9,807$4M732
013CATCaterpillar Inc1.68%4,217$3M448
014INTCIntel Corp1.64%30,766$3M492
015DELLDell Technologies Inc1.64%5,852$3M427

Showing 1–15 of 108 holdings

YNOT Performance

Shows how $10,000 changes over the selected period, with cash distributions reinvested at the closing price on each ex-dividend date.

YNOT$11,964
SPY tracks large US stocks. It provides market context, rather than representing this fund’s strategy, asset class or investment benchmark.$11,723
Sep 22, 2025 to Sep 22, 2026. YNOT $11,964. SPY $11,723. Use the arrow keys to read each point.$8,579$10,460$12,341Sep 2025Mar 2026Sep 2026

Sep 22, 2025 – Sep 22, 2026

Returns run to the Sep 22, 2026 close, with cash distributions reinvested. Each period starts on the same date that many months or years earlier. Periods over one year show the average yearly return.

Trailing total return for YNOT. Periods over one year show the average yearly return.
PeriodYNOT
Year to date+21.7%
1 month+5.0%
3 months+3.4%
1 year+19.6%
3 yearsFund is under 3 years oldper year
5 yearsFund is under 5 years oldper year
10 yearsFund is under 10 years oldper year

As of the close, with distributions reinvested.

Calendar-year total return with cash distributions hypothetically reinvested at the ex-dividend date’s closing price. The current year shows year to date.

Annual total returns for YNOT
YearReturn barYNOT
2026 YTD+21.7%
2025+11.8%

History from Jul 10, 2025

YNOT in the news

ETF.net Research hasn’t filed on YNOT yet — coverage lands here as it’s written.

YNOT Dividends

This fund pays no distributions.
Last 12 months
Payout per share
Last 12 months

No distributions in the last 12 months.

YNOT Risk

How much the fund’s monthly returns vary, scaled to a year.
24.7%
Annualised · 13 months to Aug 2026
How it’s calculated: standard deviation

The sample standard deviation of monthly total returns, multiplied by the square root of 12.

Uses up to 36 complete months, with at least 12 required. Total returns include reinvested distributions.

Return above 3-month US Treasury bills per unit of volatility.
0.76
vs 3-month T-bills · 13 months to Aug 2026
How it’s calculated: Sharpe ratio

Subtract each month’s Treasury-bill return from the fund’s monthly total return.

Divide the average of those excess returns by their sample standard deviation, then multiply by the square root of 12.

Uses up to 36 complete months, with at least 12 required. Each month uses the Treasury yield quoted at the end of the previous month.

The largest fall from a peak to the low that followed.
−17.2%
14 months · trough Jul 2026
How it’s calculated: maximum drawdown

The largest percentage decline from an earlier peak, using total returns with reinvested distributions.

Uses up to five years through the last close, with at least 12 months required.

How strongly the fund’s returns move with its asset-class index.
1.80
vs its asset-class index
How it’s calculated: beta

The beta figure is supplied by FMP. The comparison index depends on the fund’s broad asset class.

YNOT Cost

Expense ratio0.75%
  • The middle half of Disruptive Innovation funds
  • Median 0.65%

19 of the 31 Disruptive Innovation funds charge less.

YNOT costs $75.00 a year on $10,000. The median Disruptive Innovation fund costs $65.00.